DCRet24 Posted August 29, 2018 Posted August 29, 2018 Participant has requested a hardship distribution for tombstone monument for husband who died over a year ago. She did supply copy of death certificate and estimate from monument company. Does this apply to burial or funeral expenses?
Larry Starr Posted August 29, 2018 Posted August 29, 2018 Yes. Established estate law and it carries over to hardship withdrawal definition. Lawrence C. Starr, FLMI, CLU, CEBS, CPC, ChFC, EA, ATA, QPFC President Qualified Plan Consultants, Inc. 46 Daggett Drive West Springfield, MA 01089 413-736-2066 larrystarr@qpc-inc.com
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now